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SPDR Barclays Capital Inter Term shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in SPDR Barclays Capital Inter Term

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Inter Term held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Inter Term by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $748k 26k 29.05
2024-06-30 $693k 25k 28.02
2024-03-31 $740k 26k 28.16
2023-12-31 $707k 25k 28.56
2023-09-30 $1.3M 46k 27.52

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding SPDR Barclays Capital Inter Term

LPL Financial
Financial Engines Advisors L.L.C
Municipal Employees' Retirement System of Michigan
Mather Group
Merit Financial Group
Bank of America Corporation
GLOBALT Investments LLC / GA
Envestnet Asset Management
State Street Corporation
Congress Wealth Management LLC / DE /
CWM
Stephens Group Asset Management
One Day In July
Wells Fargo & Company
Private Advisor

View all funds holding SPDR Barclays Capital Inter Term